ANCHOR CAPITAL ADVISORS LLC

Holdings as of 2026-06-30, filed 2026-08-05

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 36 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
244
Value reported by manager
$3.6B
Sum of our stored positions
$3.6B
should match the line above
Disclosure lag
36 d
quarter end to filing
Top 5 concentration
11.0%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

200 largest shown
IssuerClassValueSharesTypeCUSIP
ANALOG DEVICES INCCOM$90.3M227,420032654105
M & T BK CORPCOM$79.9M335,73155261F104
PNC FINL SVCS GROUP INCCOM$76.7M311,660693475105
BERKLEY W R CORPCOM$73M1,035,350084423102
MCKESSON CORPCOM$71.4M94,50958155Q103
FERGUSON ENTERPRISES INCCOMMON STOCK NEW$71.4M300,87431488V107
CRH PLCORD$69.3M647,972G25508105
TD SYNNEX CORPORATIONCOM$66.1M247,41087162W100
CBOE GLOBAL MKTS INCCOM$64.8M267,15212503M108
QNITY ELECTRONICS INCCOMMON STOCK$64.8M396,61374743L100
LAMAR ADVERTISING COCL A$64.2M411,638512816109
AIR PRODUCTS AND CHEMICALS ICOM$61.5M209,608009158106
DIAMONDBACK ENERGY INCCOM$60.5M343,95925278X109
IDACORP INCCOM$59.9M395,636451107106
ALLIANT ENERGY CORPCOM$57.8M757,741018802108
CASEYS GEN STORES INCCOM$57.4M72,247147528103
SOLSTICE ADVANCED MATLS INCCOM SHS$55.9M630,54183443Q103
MID-AMER APT CMNTYS INCCOM$54.9M394,78459522J103
HUBBELL INCCOM$53.4M101,987443510607
TOLL BROTHERS INCCOM$51.9M315,103889478103
GLOBUS MED INCCL A$51.2M648,338379577208
EXPEDITORS INTL WASH INCCOM$49.9M305,976302130109
CNH INDL N VSHS$49.1M4,373,122N20944109
XCEL ENERGY INCCOM$48.5M604,29698389B100
KEURIG DR PEPPER INCCOM$48M1,467,63349271V100
CORTEVA INCCOM$47.8M564,83122052L104
TECK RESOURCES LTDCL B$45.9M772,449878742204
AMERICAN HEALTHCARE REIT INCCOM SHS$45.5M872,994398182303
DUPONT DE NEMOURS INCCOMMON STOCK$45.2M333,21326614N201
SOLVENTUM CORPCOM SHS$45M582,76083444M101
SUNBELT RENTALS HOLDINGS INCSHS$44.9M600,494866966104
MARKEL GROUP INCCOM$44.6M22,827570535104
CORPAY INCCOM SHS$44.4M133,146219948106
TE CONNECTIVITY PLCORD SHS$44.1M218,517G87052109
AVERY DENNISON CORPCOM$43.8M270,014053611109
YUM BRANDS INCCOM$43.6M272,698988498101
ARCH CAP GROUP LTDORD$42.7M439,823G0450A105
HERSHEY COCOM$39.9M227,406427866108
ALCON AGORD SHS$39.3M586,025H01301128
ISHARES TRRUS MDCP VAL ETF$39M236,815464287473
WATSCO INCCOM$38.2M91,748942622200
JPMORGAN CHASE & COCOM$37.7M115,28246625H100
CROWN CASTLE INCCOM$34.1M450,80022822V101
MICROSOFT CORPCOM$33.8M90,507594918104
ISHARES TR1 3 YR TREAS BD$32.9M400,907464287457
APPLIED MATLS INCCOM$32.8M45,400038222105
INTEL CORPCOM$32.6M233,195458140100
CHENIERE ENERGY INCCOM NEW$32.5M135,86016411R208
FRANCO NEV CORPCOM$32M153,496351858105
HONEYWELL AEROSPACE INCCOM$31.1M140,50343849R105
BERKSHIRE HATHAWAY INC DELCL B NEW$30.8M61,453084670702
JOHNSON & JOHNSONCOM$30.4M119,759478160104
BUILDERS FIRSTSOURCE INCCOM$30.1M336,66012008R107
HONEYWELL INTL INCCOM$30.1M134,360438516205
ISHARES TR3 7 YR TREAS BD$29.6M252,001464288661
TRANE TECHNOLOGIES PLCSHS$28.4M57,777G8994E103
GE HEALTHCARE TECHNOLOGIES ICOMMON STOCK$27M421,28736266G107
AUTODESK INCCOM$25.7M132,310052769106
RTX CORPORATIONCOM$24.6M129,50775513E101
GOLDMAN SACHS GROUP INCCOM$24.2M23,93838141G104
AMAZON COM INCCOM$23.6M99,138023135106
CHUBB LIMITEDCOM$23.1M67,651H1467J104
LOWES COS INCCOM$21.1M95,564548661107
RIO TINTO PLCSPONSORED ADR$20.6M216,922767204100
ENTERGY CORP NEWCOM$20.1M175,29929364G103
VISA INCCOM CL A$19M55,38292826C839
ISHARES TR7-10 YR TRSY BD$18.6M196,504464287440
SHELL PLCSPON ADS$18.3M235,851780259305
MCDONALDS CORPCOM$17.9M66,370580135101
CHEVRON CORPORATIONCOM$17.9M108,213166764100
ISHARES TRISHS 1-5YR INVS$17.3M330,632464288646
MARATHON PETE CORPCOM$17.2M67,42956585A102
AMERICAN EXPRESS COCOM$16.9M49,871025816109
PEPSICO INCCOM$16.6M122,835713448108
EATON CORP PLCSHS$16.5M38,619G29183103
UNION PAC CORPCOM$16.2M59,443907818108
SPDR GOLD TRGOLD SHS$15.7M42,60178463V107
ABBVIE INCCOM$15.3M60,71600287Y109
LOCKHEED MARTIN CORPCOM$14.9M29,209539830109
PARKER-HANNIFIN CORPCOM$14.7M15,060701094104
CME GROUP INCCOM$14.6M66,07212572Q105
REALTY INCOME CORPCOM$12.5M201,410756109104
ISHARES TRISHS 5-10YR INVT$11.7M220,463464288638
AMERICAN TOWER CORPCOM$11.6M70,86703027X100
SLB LIMITEDCOM STK$11.2M241,955806857108
PROCTER & GAMBLE COCOM$10.1M69,046742718109
ASTRAZENECA PLCORD$9.4M49,828G0593M107
TCW ETF TRUSTFLEXIBLE INCOME$9.2M235,15329287L700
ISHARES TRTRUST ISHARE 0-1$9.1M82,035464288679
ABBOTT LABORATORIESCOM$9M99,667002824100
APPLE INCCOM$8.1M27,959037833100
THERMO FISHER SCIENTIFIC INCCOM$7.9M15,660883556102
BOSTON SCIENTIFIC CORPCOM$7.7M180,002101137107
J P MORGAN EXCHANGE TRADED FJPMORGAM LTD DUR$7.4M141,01346654Q773
SCHWAB STRATEGIC TRUS LCAP GR ETF$7M206,771808524300
ISHARES TRRUS 1000 ETF$5.9M14,490464287622
VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD$5.2M65,29992206C409
PROGRESSIVE CORPCOM$5.1M23,550743315103
QUALCOMM INCCOM$4.7M25,502747525103
ISHARES TRRUS 1000 VAL ETF$4.6M19,154464287598
FIDELITY COVINGTON TRUSTENHANCED INTL$4.5M112,63031609A404
VANGUARD SCOTTSDALE FDSINT-TERM CORP$4.4M53,04892206C870
TEXAS PACIFIC LAND CORPORATICOM$4.2M9,59388262P102
BWX TECHNOLOGIES INCCOM$4.1M21,13705605H100
RUSSELL INVTS EXCHANGE TRADEUS SM CA EQ ETF$4.1M104,93478249U100
AMERICAN BEACON SELECT FUNDSGLG NAT RES ETF$3.8M77,99102368W408
SUN CMNTYS INCCOM$3.7M30,934866674104
CONNECTONE BANCORP INCCOM$3.5M104,79120786W107
NICOLET BANKSHARES INCCOM$3.5M20,88165406E102
SENECA FOODS CORP NEWCL A$3.3M19,168817070501
RPM INTL INCCOM$3.2M29,119749685103
ICF INTL INCCOM$3.2M43,99444925C103
ISHARES TRRUSSELL 2000 ETF$3.2M10,602464287655
ISHARES TRRUS MID CAP ETF$3.1M28,435464287499
MAYVILLE ENGR CO INCCOM$3M80,884578605107
FLUOR CORPCOM$2.9M55,391343412102
TORO COCOM$2.9M29,715891092108
ISHARES TRIBOXX INV CP ETF$2.9M26,525464287242
UNILEVER PLCSPON ADR NEW$2.9M47,704904767803
EVEREST GROUP LTDCOM$2.9M8,011G3223R108
JOHNSON CONTROLS INTERNATIONSHS$2.8M19,495G51502105
NETGEAR INCCOM$2.8M120,08064111Q104
CAVCO INDS INC DELCOM$2.8M4,502149568107
MAGNOLIA OIL & GAS CORPCL A$2.7M107,403559663109
PIMCO ETF TRENHAN SHRT MA AC$2.7M26,70872201R833
WALMART INCCOM$2.7M23,764931142103
CHORD ENERGY CORPORATIONCOM NEW$2.6M22,691674215207
VANGUARD INDEX FDSS&P 500 ETF SHS$2.6M3,752922908363
COMMUNITY FINANCIAL SYSTEM ICOM$2.5M37,762203607106
MCGRATH RENTCORPCOM$2.5M20,470580589109
DAKTRONICS INCCOM$2.4M120,858234264109
UNITED BANKSHARES INC WEST VCOM$2.4M51,420909907107
ALPHABET INCCAP STK CL A$2.3M6,45302079K305
SKYWEST INCCOM$2.3M22,909830879102
PJT PARTNERS INCCOM CL A$2.3M15,02869343T107
BROADRIDGE FINL SOLUTIONS INCOM$2.1M15,68111133T103
HILLMAN SOLUTIONS CORPCOM$2.1M251,433431636109
UNITIL CORPCOM$2.1M39,959913259107
MSA SAFETY INCCOM$2.1M11,764553498106
STAG INDUSTRIAL INCCOM$2.1M53,94185254J102
PROGRESS SOFTWARE CORPCOM$2M60,224743312100
SIMPSON MFG INCCOM$2M9,386829073105
ISHARES GOLD TRISHARES NEW$1.8M24,270464285204
AON PLCSHS CL A$1.8M5,465G0403H108
NELNET INCCL A$1.8M13,28264031N108
ALPHABET INCCAP STK CL C$1.8M5,00002079K107
VANGUARD BD INDEX FDSSHORT TRM BOND$1.7M22,395921937827
HAWKINS INCCOM$1.7M12,186420261109
XPEL INCCOM$1.7M34,74498379L100
FIDELITY MERRIMACK STR TRTOTAL BD ETF$1.7M36,331316188309
ISHARES TRRUS 2000 VAL ETF$1.5M6,961464287630
WINMARK CORPCOM$1.5M3,619974250102
INDEPENDENCE RLTY TR INCCOM$1.5M90,81345378A106
VANGUARD INDEX FDSLARGE CAP ETF$1.5M4,361922908637
ETON PHARMACEUTICALS INCCOM$1.5M40,61929772L108
COLGATE PALMOLIVE COCOM$1.4M15,686194162103
EXXON MOBIL CORPCOM$1.4M10,04930231G102
POOL CORPCOM$1.3M6,27273278L105
BOOZ ALLEN HAMILTON HLDG CORCL A$1.3M20,935099502106
CRANE NXT COCOM$1.3M24,463224441105
VANGUARD SCOTTSDALE FDSSHORT TERM TREAS$1.2M20,44092206C102
CISCO SYS INCCOM$1.2M10,10917275R102
REGENERON PHARMACEUTICALSCOM$1.2M1,88075886F107
ALMONTY INDS INCCOM NEW$1.2M70,174020398707
PRIMORIS SVCS CORPCOM$1.1M11,46974164F103
UFP TECHNOLOGIES INCCOM$1.1M4,275902673102
BRIGHTVIEW HLDGS INCCOM$1.1M79,43810948C107
MONDELEZ INTL INCCL A$1.1M19,270609207105
CITI TRENDS INCCOM$1.1M19,04817306X102
MARRIOTT INTL INC NEWCL A$1.1M2,956571903202
COCA COLA COCOM$1.1M13,291191216100
ISHARES TRGLB INFRASTR ETF$1M15,566464288372
STATE STR CORPCOM$1M5,994857477103
ISHARES TRS&P MC 400VL ETF$1M6,828464287705
STRYKER CORPORATIONCOM$982.3K3,120863667101
CATERPILLAR INCCOM$981.8K922149123101
INSIGHT ENTERPRISES INCCOM$951.1K7,80945765U103
ISHARES TRMSCI EAFE ETF$928.1K8,935464287465
ATMUS FILTRATION TECHNOLOGIECOM$913.5K17,91604956D107
CROCS INCCOM$913.1K7,569227046109
COMMUNITY HEALTHCARE TR INCCOM$892K48,79520369C106
ELI LILLY & COCOM$864.8K721532457108
ORACLE CORPCOM$842.7K5,75068389X105
ISHARES TRMSCI ACWI ETF$840.3K5,353464288257
TEXAS INSTRS INCCOM$834.6K2,800882508104
BOEING COCOM$749.5K3,463097023105
ISHARES TRCORE S&P500 ETF$720.4K962464287200
FIRST AMERN FINL CORPCOM$715.2K10,42731847R102
VANGUARD ADMIRAL FDS INCSMLLCP 600 IDX$701.7K5,102921932828
VANGUARD INDEX FDSTOTAL STK MKT$682.7K1,845922908769
AMETEK INCCOM$661.2K2,733031100100
SS&C TECH HLDGSCOM$658K10,60578467J100
MEDTRONIC PLCSHS$630.9K8,065G5960L103
ILLINOIS TOOL WKS INCCOM$592.3K2,190452308109
XPO INCCOM$582K2,835983793100
COMCAST CORP NEWCL A$581.5K23,68820030N101
LYFT INCCL A COM$553.7K37,89755087P104
STATE STR SPDR S&P 500 ETF TTR UNIT$523.6K70178462F103
PAYPAL HLDGS INCCOM$505.8K11,71470450Y103
RESMED INCCOM$449.8K2,308761152107
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-05

ANCHOR CAPITAL ADVISORS LLC — 244 positions reported for 2026Q2 — Tapewire